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The number of unemployment insurance claims and retail sales were announced last night, but the solidity of the American economy was shown, and stock prices rose. Also, government bond yields rose, and the dollar yen depreciated, probably because it was determined that interest rate cuts were far away. I don't know if interest rate cuts or interest rate hikes will benefit stocks anymore, but I'm glad they rose yesterday 😊
Some of my US stock portfolios have risen in a good way, but it's doubtful that they are truly capturing last night's rise 🥲 Yesterday $Ferrari (RACE.US)$ I bought a new one, but in the end it ended with a hidden line, $ADMA Biologics (ADMA.US)$ Ya $Lockheed Martin (LMT.US)$ Price movements are also subtle. However, it has the highest ratio in the portfolio $Apple (AAPL.US)$ The price movement is modest, but since the sun rays are properly applied every day, this is good 🍎
However, in the end $NVIDIA (NVDA.US)$ It is said that it becomes fine 😇 I can't buy a very large percentage because the price movements are intense every day. However, yesterday was such an impressive increase, so I bought more.
Yesterday, I also bought a lot of Japanese stocks at once. It's negative because it went down from the entry point and was able to draw, $Mitsubishi Heavy Industries (7011.JP)$ $IHI (7013.JP)$ It's a skyrocketing stock that we had before the crash, isn't it? There is no deep push among Japanese stocks, so I am re-entering as a leading stock candidate. $Fujikura (5803.JP)$ I bought it expecting it to exceed the high price, but it stalled yesterday, so if it continues to stagnate, I'll sell it 😇 The transplant $Sanrio (8136.JP)$ However, this is an unusually strong price movement. I bought it in anticipation of Hello Kitty in the world 😼
Our positions have increased quite a bit, and now we have reached 68% of our funds. I want to cut my dollar assets and yen assets in half as much as possible, but I don't have any cash left over that can be used for full positives 😂 I have surplus yen, so I want to buy strong Japanese stocks 🇯🇵
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規律可能性が高くて直線上昇する銘柄が好みです。ファンダはあまり意識しません。勝ち馬は伸ばせ、逃げる時は脱兎の如く
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